2027 Investment Banking Summer Analyst Private Credit New York, NY

Job Description Summary

An individual contributor with recognized skills in a specialized role in the field of Investment Banking.

Job Summary

Capital Markets & Advisory (CMA) Summer Analyst (part of the Investment Banking area) is given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. They enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact.

Summer Analysts are expected to work on every aspect of the transaction process, including high-level research projects, creation of original work product and presentations, and participation in drafting sessions, new business proposal sessions, and due diligence meetings.

Essential Duties and Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis, and discounted cash flow analysis on target companies.
• Provide meaningful input to equity offerings, valuations, private placements, and mergers and acquisitions advisories.
• Research, analyze, present, and document drafting elements of a developing transaction.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news relevant to current and prospective clients and deals.
• Maintain group databases as requested for research and analysis.
• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Qualifications (External)

Knowledge of

• Fundamental concepts, practices, and procedures of Investment Banking.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Concepts, practices, and procedures of Tax and Accounting.
• Financial markets and products.

Skills in

• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving and solution design skills.
• Thinking independently and developing ideas and strategies.
• Utilizing technology and systems to produce reports, communications, and presentations.

Ability to

• Gather information, identify linkages and trends, and apply findings to reports.
• Attend to detail while maintaining a big picture orientation.
• Remain cognizant of daily workflow and regulatory compliance during high volume activity.
• Think independently on matters of significance in order to shape market ideas.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
• Assume full responsibility and accountability for own actions.
• Demonstrate uncompromising adherence to ethical principles.
• Be proactive and demonstrate readiness and ability to initiate action.

Education / Previous Experience

• Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
• Currently enrolled in an accredited undergraduate degree program.
• OR any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses / Certifications

• None required.

Education

High School (HS)

Work Experience

General Experience - 4 to 6 months

Salary Range

$62,353.20-$105,000.00

Workstyle

Resident

Compensation and Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

Raymond James Guiding Behaviors

At Raymond James, associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Associates at all levels are expected to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Equal Opportunity Statement

At Raymond James, as part of its people-first culture, the company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates. When associates bring their best authentic selves, the organization, clients, and communities thrive. The company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.